Brenton Simonson, CFP®
Wealth Manager
Brent serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With nearly two decades of experience in the financial services industry, Brent offers his clients a comprehensive planning experience. Prior to joining Creative Planning, Brent worked for an independent broker-dealer and one of the nation’s largest custodians.
Brent earned his Bachelor of Business Administration degree in finance from Ohio University, where he also played varsity baseball as a catcher. He later earned his Master of Business Administration degree at Ashland University. Brent is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Outside of work, Brent enjoys spending time with his wife, Lauren, and their two children, Owen and Gavin, as well as the family’s mini goldendoodle, Palmer. Brent is passionate about the outdoors, running and staying current with the latest advancements in technology.
Articles by Brenton Simonson, CFP®
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